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Alyssa Hill

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This article reviews the below topics:

  • Copy existing Instrument

    • Use this method if you want to copy a single instrument to different project

  • Copy an existing form

    • Use this method if you want to copy a single data entry form to a different project

  • Request to Copy a project

    • Use this method to make a copy of the entire project

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  1. In the project which hosts the instrument you wish to copy, navigate to “Online Designer”

  2. In the “Data collection Instruments” box, click on “Choose Action”, select “Download instrument ZIP”

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  3. The ZIP file will then downloaded and saved on your computer (generally saved in Downloads)

    1. NOTE: You may need to compress the file on your desktop prior to uploading

  4. Next, go to the “Online Designer” within the project you wish to upload the instrument to

  5. Click “Upload” at the top of the “Data Collection Instruments” page (note: project needs to be in development mode or draft mode to do this)

  6. Click “Browse” and find and open the ZIP file you just saved.  After it's been selected, click on "Upload instrument ZIP" in the box on REDCap

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To copy an existing form to use in a separate project, do the following:

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  1. Go to "Project Home" within the project you wish to copy

  2. Click "Other Functionality"

  3. Click "Copy this project"

  4. Next a page will show up about making a copy (looks similar box shown in image below).  Change the Project Title and any other necessary changes. 

  5. Next click "Request Copy".  The REDCap Support team will then review and contact you to proceed.

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